PORTFOLIO, LLC

PORTFOLIO WEALTH ADVISORS
ALBUQUERQUE, New Mexico·1 registered advisor·CRD# 145687
SEC# 801-686150505-884-3445
01

Firm Overview

AUM
$304M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PORTFOLIO, LLC

1 registered advisor
Lee Eugene Munson
ALBUQUERQUE, New Mexico
05

Office Locations

ALBUQUERQUE, New Mexico
1 advisor

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Data sourced from SEC Form ADV filings. PORTFOLIO, LLC (CRD# 145687) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.